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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,165 | $121,341-60.3% | $189,545-74.6% | $79,389-39.3% |
| Participation rate | 78.9% | 86.1%-7.2pp | 87.8%-8.9pp | 70.7%+8.2pp |
| Annual return | 16.63% | 21.08%-4.5pp | 555.36%-538.7pp | 116.89%-100.3pp |
| Employer contribution / active EE | $2,362 | $3,915-39.7% | $6,162-61.7% | $2,428-2.7% |
| Participant deferral / active EE | $3,840 | $6,395-40.0% | $8,220-53.3% | $4,046-5.1% |
| Admin fee / account holder | $776 | $651+19.1% | $12,049-93.6% | $626+23.8% |